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BANNERMAN WEALTH
2560 King Arthur Blvd
Suite 124-46
Lewisville, Texas 75056
Tel: (214) 919-4448
About BANNERMAN WEALTH
BANNERMAN WEALTH, formally registered with the SEC as BANNERMAN WEALTH. The firm was established in 12/10/2019. They have over 4 offices throughout the country.
BANNERMAN WEALTH is a Lewisville, Texas based Financial Planning firm with nearly $110,829,105 assets under management, offering retirement planning & investment advisory services to 584 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284677 |
| SEC# | 801-117777 |
| Assets Managed by Firm | $110,829,105 |
| No. of Clients | 584 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 584 | $110,829,105 |
| Individuals (other than high net worth individuals) | 103 | $31,150,155 |
| High net worth individuals | 51 | $79,214,127 |
| Corporations or other businesses | Fewer than 5 clients | $464,823 |
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|---|---|---|---|
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